At Rise Financial we help socially and environmentally conscious
clients invest in line with their values and concerns. We understand the
challenges you face, including how to invest responsibly in a way that is right
for you, and help you move through them.
We have a suite of medium to long term Responsible Investment options to help you make a positive difference in the world. We’ll step you through a process to find the best investment option that reflects your values and concerns, without
Working together, we will help you achieve your financial goals by carefully taking into account your purpose for
investing, time frame and tolerance for risk.
How are funds invested responsibly?
Our options have differing approaches to Responsible Investment. These may include some of the following:
Human rights abuses
How it works
Free Initial Discussion
Via phone call, skype or face to face
Choose Initial Advice Service
Choose an investment plan option that best suits your needs & goals
Determine risk tolerance & responsible investment preferences
Including recommended Responsible Investment option
Application completed & investments set-up
Monitor & Review
Review offered annually or at your request
What our advice costs & minimum investment
All fees are agreed and documented in advance.
We have two initial advice plan options:
Specific Goal or General Investing - $500 to $750 (incl GST)
Retirement Planning - $1,500 to $2,500 (incl GST).
Ongoing Monitoring & Advice
Our minimum investment requirements
Our minimum investment is $100,000, however individual consideration will be given to younger active savers with a lower minimum.
Why should I use Rise Financial for Responsible Investment?
Jonathan Neal is one of just two New Zealand advisers who are Certified members of the Responsible Investment Association of
Australasia (RIAA). As a Certified member he has met the training, eligibility and disclosure requirements of
the RIAA certification program.
Invest in diversified portfolios or funds that are carefully constructed and maintained, based on sound research
Work with an independently owned specialist and an adviser who is committed to the development of responsible investment
Receive personalised, expert advice from an adviser with the following additional recognised financial accreditations:
Authorised Financial Adviser (AFA)
CERTIFIED FINANCIAL PLANNERCM professional